ZipFormDesktop – Clause Manager and Editor




Clause Manager and Editor

The ZipFormDesktop Clause Editor goes hand in hand with templates. Many transactions require the same clauses, so the Clause Editor allows you to compose and catalog an unlimited number of clauses. Once a clause has been added into the Clause Library, it can be recalled and inserted into any form at any time.

The Clause Editor can be accessed by selecting the Clause Editor icon (the pencil) from the toolbar or by selecting Clause Editor from the Tools menu. Once the clause editor window is open, you can create new clauses, insert a clause, edit or delete a clause.

To create a new clause, select New Clause. Clauses are stored in categories and named individually for easy future reference. Be sure to enter the category and title of the clause you are creating. Enter or paste the text of the clause into the text window, and select Save Clause.

To edit a clause, select the category and title of the clause and click Edit Clause. You can change the text of the clause as needed. Be sure to save any changes.

You can also delete any clause by selecting the category and title of the clause you want to remove and clicking on Delete Clause.

Once a clause has been added to a transaction, that clause can be edited in the transaction without the saved clause being affected.



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